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Microsoft

5,695 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
Reduced
2,572
Closed
109
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
4476
American Financial Advisors
Georgia
$2.1M -$10.4K -21 -0.5%
CP
4477
Castleview Partners
Texas
$2.1M -$400K -804 -16%
WWA
4478
Wealth Watch Advisors
Colorado
$2.1M +$685K +1,951 +48%
CIM
4479
Cambria Investment Management
California
$2.1M +$1.63M +3,278 +348%
CPL
4480
CAP Partners LLC
Tennessee
$2.1M +$8.46K +17 +0.4%
TC
4481
Tacita Capital
Ontario, Canada
$2.09M +$216K +435 +12%
YIM
4482
Yoffe Investment Management
Pennsylvania
$2.09M +$497 +1 +0%
CastleKeep Investment Advisors
4483
CastleKeep Investment Advisors
Connecticut
$2.08M +$109K +219 +6%
VAMG
4484
Voisard Asset Management Group
Michigan
$2.08M +$160K +322 +8%
GJIA
4485
Glass Jacobson Investment Advisors
Maryland
$2.08M -$1.75M -3,521 -46%
CFS
4486
Coordinated Financial Services
Colorado
$2.08M +$38.3K +77 +2%
FFA
4487
Frazier Financial Advisors
Ohio
$2.08M +$189K +380 +10%
CSIA
4488
Conrad Siegel Investment Advisors
Pennsylvania
$2.07M -$21.4K -43 -1%
LFG
4489
Lockerman Financial Group
California
$2.07M +$7.46K +15 +0.4%
GSF
4490
Grove Street Fiduciary
New Hampshire
$2.07M -$4.48K -9 -0.2%
WOSD
4491
WFA of San Diego
California
$2.07M +$2.07M +4,166 New
CL
4492
COWA LLC
Oklahoma
$2.07M -$171K -344 -8%
SFG
4493
Sterling Financial Group
California
$2.06M -$665K -1,337 -24%
LCG
4494
Lakeshore Capital Group
Illinois
$2.06M +$45.3K +91 +2%
AWM
4495
Austin Wealth Management
Texas
$2.06M -$563K -1,056 -21%
JA
4496
JVL Associates
Michigan
$2.06M +$33.8K +68 +2%
LPFG
4497
Landing Point Financial Group
Ohio
$2.06M +$13.4K +27 +0.7%
SA
4498
SRN Advisors
Pennsylvania
$2.05M -$329K -661 -14%
IIM
4499
Ironwood Investment Management
Massachusetts
$2.05M +$18.9K +38 +0.9%
HTWM
4500
Hartmann Taylor Wealth Management
Texas
$2.04M +$42.3K +85 +2%